Team Project for Task Tracking and Sharing Template

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Enhance collaboration within your sales team with this task tracking and sharing template. Designed for the IT sales industry, it ensures that all team members stay informed and aligned, leading to improved teamwork and customer satisfaction.

This template guides you through setting up a project management tool, adding team members, assigning tasks, setting deadlines, and monitoring progress, ensuring effective communication and seamless project execution.

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Team Project for Task Tracking and Sharing for Priority Matrix

Team Project for Task Tracking and Sharing in Priority Matrix

Keep your sales team aligned with seamless task tracking and updates.

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Proposed Tasks

High Priority - Immediate Attention

  • Task 1: Set Up Project Management Tool - due in 1 day
    ☐ Choose a project management tool ☐ set up an account ☐ create a new project
  • Task 2: Add Team Members to the Project - due in 2 days
    ☐ Collect team members' email addresses ☐ send invites ☐ confirm everyone has access
  • Task 3: Input Existing Tasks - due in 3 days
    ☐ Gather all existing tasks ☐ input tasks into the project management tool

High Priority - Long Term

  • Task 4: Assign Tasks to Team Members - due in 4 days
    ☐ Assign tasks to team members based on their roles and responsibilities
  • Task 5: Set Deadlines for Each Task - due in 5 days
    ☐ Set deadlines for each task based on priority and complexity

Low Priority - Quick Completion

  • Task 6: Share the Project with the Team - due in 6 days
    ☐ Share the link to the project with the team ☐ ensure everyone can view and edit the project
  • Task 7: Train Team on Using the Project Management Tool - due in 1 week
    ☐ Schedule a training session ☐ train the team on how to use the project management tool effectively

Low Priority - Long Term

  • Task 8: Monitor the Progress of Tasks - due in 2 weeks
    ☐ Regularly check the progress of each task ☐ update the status of tasks as they progress
  • Task 9: Hold Weekly Team Meetings - due in 3 weeks
    ☐ Schedule weekly team meetings ☐ discuss the progress of tasks and any issues that arise
  • Task 10: Update the Project as Necessary - due in 1 month
    ☐ Add new tasks as they come up ☐ remove completed tasks ☐ update deadlines as necessary